Meet the team

financial advisors

Welcome to our financial planning professionals page, showcasing the professionals who form the backbone of  Firstrust Financial Resources. Explore their headshots and contact details to connect with the experienced minds driving our commitment to financial excellence and client satisfaction.


Susan Boehm, CDFA®
Senior Financial Consultant
P: 215-640-3871
E: sboehm@ffremail.com
CA License #0G32968
Wesley Burke
VP, Financial Consultant

P: 215-640-3858
E: wburke@ffremail.com
CA License #0L09462

Shane Cameron
Financial Consultant

P: 215-640-3841
E: shane.cameron@ffremail.com

Ezra Crosby
Financial Consultant

P: 212-749-5188
E: ecrosby@ffremail.com

Ryan Crosby
Financial Consultant

P: 267-428-4662
E: rcrosby@ffremail.com

Thomas Cuffari
Senior Financial Consultant

P: 215-554-4680
E: tcuffari@ffremail.com

Carson Curry
Financial Consultant

P: 215-421-7383
E: ccurry@ffremail.com

Jeffrey D'Italia, MBA®
SVP, Financial Consultant

P: 215-640-3830
E: jditalia@ffremail.com

Peter Dluoik Jr.
Financial Consultant

P: 856-938-9838
E: pdluoik@ffremail.com

Patrick Falkenstein
Financial Consultant

P: 856-938-9838
E: patrick.falkenstein@equitable.com

Ryan Fuehrer
Financial Consultant

P: 215-640-3840
E: rfuehrer@ffremail.com

Robert Gaines
Financial Consultant

P: 215-640-3854
E: robert.gaines@ffremail.com
CA License #0L47965

Tristan Hulme
Financial Consultant

P: 610-660-4334
E: tristian.hulme@ffremail.com

Christopher Kwon, CFP®
VP, Financial Consultant

P: 215-640-3847
E: ckwon@ffremail.com
CA License #0L07260

Jacob Long, CFP®, FSCP®
VP, Financial Consultant

P: 215-640-3835
E: jlong@ffremail.com
CA License #0L71731

Steven Loos
Financial Consultant

P: 215-569-3110
E: sloos@ffremail.com

Demetrios Lowry
Financial Consultant

P: 610-755-8054
E: dlowry@ffremail.com

Eric Markowitz
VP, Financial Consultant

P: 215-640-3834
E: emarkowitz@ffremail.com

Pam Marler
Financial Consultant

P: 215-660-4665
E: pmarler@ffremail.com

Eleftherios Martin
Financial Consultant

P: 609-234-8582
E: emartin@ffremail.com

David Mebs
Senior Financial Consultant

P: 215-640-3867
E: dmebs@ffremail.com

Brad Minor
Senior Financial Consultant

P: 609-780-5509
E: bminor@ffremail.com
CA License #4295818

Gregory Mugnier
Financial Consultant

P: 267-307-0398
E: gmugnier@ffremail.com

Michael O'Brien
Financial Consultant

P: 610-660-4067
E: mobrien@ffremail.com

Zach Padersky
Financial Consultant

P: 215-640-3876
E: zpadersky@ffremail.com

Jerel Ruttenberg, MBA®
Financial Consultant

P: 215-640-3837
E: jruttenberg@ffremail.com

David Schultz
Financial Consultant

P: 610-660-4194
E: dschultz@ffremail.com

John Skovira
Financial Consultant

P: 215-660-4126
E: jskovira@ffremail.com

Jeffrey Slavich, ChSNC®
Senior Financial Consultant

P: 215-640-3850
E: jslavich@ffremail.com
CA License #4346659

Brian Smith
VP, Financial Consultant

P: 215-640-3832
E: bsmith@ffremail.com

William St. Clair
Financial Consultant

P: 215-569-3110
E: wstclair@ffremail.com

Cristian Surdykowski
Financial Consultant

P: 215-776-5844
E: csurdykowski@ffremail.com

Joei Sutton
Financial Consultant

P: 610-660-4316
E: jsutton@ffremail.com

Omari Thomas
VP, Financial Consultant

P: 215-640-3874
E: othomas@ffremail.com
CA License #4204680

Randy Watkins, RICP®
VP, Financial Consultant

P: 215-640-3861
E: rwatkins@ffremail.com

Brian Wells
VP, Financial Professional

P: 215-640-3839
E: bwells@ffremail.com

Advisors Not Pictured

Matthew Fiori
Financial Consultant

P: 267-592-3580
E: mfiori@ffremail.com

Andrea Goldstein
Financial Consultant

P: 610-660-4327
E: andrea.goldstein@ffremail.com

William Gramigna
Financial Professional

P: 610-660-4348
E: william.gramigna@equitable.com

Michael Heck
Financial Consultant

P: 610-660-4326
E: michael.heck1@equitable.com

Dylan Lamborn, RICP®
Financial Consultant

P: 215-640-3836
E: dlamborn@ffremail.com

Travis O'Connor
Financial Consultant

P: 215-421-9465
E: toconnor@ffremail.com

Guerillo Stain-Vrestil
Financial Consultant

P: 610-660-4347
E: gstaintv@ffremail.com

Brian Wells, RICP®
VP, Financial Consultant

P: 215-640-3839
E: bwells@ffremail.com

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